Tiedemann Advisors’s Xcel Energy XEL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-56,397	Closed	-$3.92M	–	353
2020 Q3	$3.92M	Sell	56,397 -4,644	-8%	-$323K	0.19%	73
2020 Q2	$3.84M	Buy	61,041 +18,873	+45%	+$1.19M	0.2%	74
2020 Q1	$2.56M	Sell	42,168 -57,316	-58%	-$3.48M	0.17%	89
2019 Q4	$6.36M	Sell	99,484 -6,973	-7%	-$446K	0.3%	60
2019 Q3	$6.95M	Sell	106,457 -11,845	-10%	-$773K	0.33%	57
2019 Q2	$7.09M	Buy	118,302 +76	+0.1%	+$4.55K	0.35%	54
2019 Q1	$6.69M	Buy	118,226 +19,384	+20%	+$1.1M	0.32%	59
2018 Q4	$4.91M	Buy	98,842 +45,972	+87%	+$2.28M	0.25%	71
2018 Q3	$2.5M	Buy	52,870 +16,300	+45%	+$770K	0.15%	91
2018 Q2	$1.68M	Sell	36,570 -6,750	-16%	-$311K	0.11%	117
2018 Q1	$1.99M	Buy	43,320 +9,770	+29%	+$448K	0.14%	95
2017 Q4	$1.63M	Buy	33,550 +8,080	+32%	+$392K	0.12%	89
2017 Q3	$1.21M	Sell	25,470 -3,374	-12%	-$161K	0.11%	132
2017 Q2	$1.34M	Sell	28,844 -2,956	-9%	-$137K	0.1%	164
2017 Q1	$1.41M	Sell	31,800 -1,340	-4%	-$59.6K	0.12%	146
2016 Q4	$1.35M	Buy	+33,140	New	+$1.35M	0.13%	121